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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,912 | $110,093-63.7% | $97,295-59.0% | $145,897-72.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 13.88% | 244.76%-230.9pp | 75.62%-61.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $80 | $3,077-97.4% | $2,723-97.1% | $4,663-98.3% |
| Participant deferral / active EE | $835 | $4,678-82.1% | $4,264-80.4% | $6,689-87.5% |
| Admin fee / account holder | $8,483 | $6,212+36.5% | $5,646+50.2% | $13,390-36.6% |